FAIM

Financial Advocates Investment Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$16.3M
3
+$6.24M
4
APPH
AppHarvest, Inc. Common Stock
APPH
+$5.99M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$5.75M

Top Sells

1
+$17.1M
2
+$13.5M
3
+$11.6M
4
PH icon
Parker-Hannifin
PH
+$6.41M
5
GD icon
General Dynamics
GD
+$6.22M

Sector Composition

1 Technology 11.02%
2 Consumer Discretionary 4.01%
3 Healthcare 3.1%
4 Financials 2.75%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$320K 0.02%
24,266
+4,134
602
$315K 0.02%
1,438
+118
603
$315K 0.02%
3,569
-52
604
$314K 0.02%
18,361
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605
$313K 0.02%
8,800
+1,087
606
$312K 0.02%
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607
$312K 0.02%
+6,512
608
$304K 0.02%
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609
$302K 0.02%
8,839
-95
610
$302K 0.02%
2,096
-3,062
611
$302K 0.02%
4,886
-908
612
$302K 0.02%
+9,029
613
$302K 0.02%
1,532
-24
614
$300K 0.02%
2,306
-1,333
615
$300K 0.02%
8,252
-196
616
$298K 0.02%
492
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617
$297K 0.02%
11,724
618
$294K 0.02%
4,166
+18
619
$289K 0.02%
+9,701
620
$288K 0.02%
47,522
-2,110
621
$286K 0.02%
20,995
622
$283K 0.02%
6,330
+19
623
$283K 0.02%
24,809
-11,653
624
$277K 0.02%
3,761
+610
625
$275K 0.02%
1,206
-1,184
23 24
25
26 27